Capital Advisors, Ltd. LLC Unified Ser Tr Ballast Small/M Transaction History
Capital Advisors, Ltd. LLC
- $806 Million
- Q3 2024
A detailed history of Capital Advisors, Ltd. LLC transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 3,228 shares of MGMT stock, worth $141,321. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,228
Previous 2,100
53.71%
Holding current value
$141,321
Previous $75,000
65.33%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding MGMT
# of Institutions
45Shares Held
3MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA541KShares$23.7 Million3.44% of portfolio
-
High Tower Advisors, LLC Chicago, IL487KShares$21.3 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO341KShares$14.9 Million0.01% of portfolio
-
Lokken Investment Group LLC150KShares$6.56 Million2.55% of portfolio
-
First City Capital Management, Inc.138KShares$6.06 Million2.75% of portfolio